Overview
Assets Under Management: $4.9 billion
Headquarters: CONSHOHOCKEN, PA
High-Net-Worth Clients: 1,038
Average Client Assets: $1 million
Frequently Asked Questions
COPELAND CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135822), COPELAND CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COPELAND CAPITAL MANAGEMENT, LLC is headquartered in CONSHOHOCKEN, PA.
COPELAND CAPITAL MANAGEMENT, LLC serves 1,038 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, COPELAND CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
COPELAND CAPITAL MANAGEMENT, LLC manages $4.9 billion in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, COPELAND CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1,038
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.65
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,599
Discretionary Accounts: 2,599
Regulatory Filings
CRD Number: 135822
Last Filing Date: 2025-02-25 00:00:00
Website: https://copelandcapital.com